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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
IPW
726
Inlet Private Wealth
Florida
$747K
GL
727
Graypoint LLC
New York
$745K +$29.8K +135 +4%
BOS
728
Bank of Stockton
California
$741K -$31.1K -141 -4%
CCA
729
Checchi Capital Advisers
California
$740K -$20.5K -93 -3%
NPT
730
Nixon Peabody Trust
Massachusetts
$737K +$87.1K +395 +14%
NP
731
NorthRock Partners
Minnesota
$736K +$13.4K +61 +2%
EH
732
Equitable Holdings
New York
$736K +$51.1K +232 +8%
Lazard Asset Management
733
Lazard Asset Management
New York
$731K -$5.22M -23,684 -88%
QI
734
Qtron Investments
Massachusetts
$728K +$78.5K +356 +13%
WPW
735
Waldron Private Wealth
Pennsylvania
$726K +$81.4K +369 +14%
Jones Financial Companies
736
Jones Financial Companies
Missouri
$723K +$284K +1,287 +72%
JFA
737
JNBA Financial Advisors
Minnesota
$718K -$8.82K -40 -1%
SA
738
Strategic Advisors
New York
$716K -$1.98K -9 -0.3%
LFAS
739
Level Four Advisory Services
Texas
$715K +$54.5K +247 +9%
CBA
740
Coastal Bridge Advisors
Connecticut
$706K +$882 +4 +0.1%
VI
741
Versor Investments
New York
$704K -$639K -2,898 -49%
GWMR
742
GC Wealth Management RIA
Massachusetts
$702K +$661K +2,999 New
PNC
743
Park National Corp
Ohio
$697K
PWLP
744
Prio Wealth Limited Partnership
Massachusetts
$696K
FRA
745
Frank Rimerman Advisors
California
$696K -$35.3K -160 -5%
NFSG
746
Newbridge Financial Services Group
Florida
$692K +$551K +2,498 +543%
NS
747
NBC Securities
Alabama
$692K -$882 -4 -0.1%
MW
748
Marcum Wealth
Ohio
$688K -$14.3K -65 -2%
LCM
749
LVM Capital Management
Michigan
$686K
GWM
750
Geneos Wealth Management
Colorado
$684K +$51.8K +235 +9%